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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (22190)	10/20/2005 10:10:48 AM
From: Spekulatius	Read Replies (1) of 78627

re PFE, JAKK. Weak earnings led me to close my position for a tax loss. Ugly! Interesting situation on JAKK. Company beat earnings expectation by wide margin. Stock is heavily shorted despite having 120M$ in cash on it's balance sheet (market cap is 500M$) and generating FCF during the first 9 month of about 50-60M$. Management has screwed up before (see the 2004 dip) so there is very little confidence in this stock. But when i look at the plain numbers, I see a dirt cheap stock that i would never dare to short. I am holding - if Jakk can climb the wall of worries this is going to be a 25$ stock.

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